Stratos Wealth Partners’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $391K | Sell |
5,741
-356
| -6% | -$24.2K | 0.01% | 1028 |
|
|
2025
Q1 | $432K | Sell |
6,097
-348
| -5% | -$24.6K | 0.01% | 946 |
|
|
2024
Q4 | $435K | Buy |
6,445
+801
| +14% | +$54.1K | 0.01% | 994 |
|
|
2024
Q3 | $369K | Sell |
5,644
-164
| -3% | -$10.7K | 0.01% | 1055 |
|
|
2024
Q2 | $310K | Buy |
5,808
+286
| +5% | +$15.3K | 0.01% | 1079 |
|
|
2024
Q1 | $297K | Sell |
5,522
-1,345
| -20% | -$72.3K | ﹤0.01% | 1103 |
|
|
2023
Q4 | $425K | Buy |
6,867
+375
| +6% | +$23.2K | 0.01% | 929 |
|
|
2023
Q3 | $371K | Sell |
6,492
-652
| -9% | -$37.3K | 0.01% | 932 |
|
|
2023
Q2 | $444K | Buy |
7,144
+955
| +15% | +$59.4K | 0.01% | 812 |
|
|
2023
Q1 | $417K | Sell |
6,189
-1,536
| -20% | -$104K | 0.01% | 757 |
|
|
2022
Q4 | $542K | Sell |
7,725
-613
| -7% | -$43K | 0.01% | 705 |
|
|
2022
Q3 | $534K | Buy |
8,338
+185
| +2% | +$11.8K | 0.01% | 670 |
|
|
2022
Q2 | $577K | Sell |
8,153
-26,546
| -77% | -$1.88M | 0.01% | 677 |
|
|
2022
Q1 | $2.5M | Buy |
34,699
+1,572
| +5% | +$113K | 0.06% | 313 |
|
|
2021
Q4 | $2.24M | Buy |
33,127
+2,930
| +10% | +$198K | 0.05% | 327 |
|
|
2021
Q3 | $1.89M | Sell |
30,197
-668
| -2% | -$41.7K | 0.05% | 336 |
|
|
2021
Q2 | $2.03M | Buy |
30,865
+1,485
| +5% | +$97.8K | 0.05% | 336 |
|
|
2021
Q1 | $1.95M | Sell |
29,380
-40,229
| -58% | -$2.68M | 0.05% | 308 |
|
|
2020
Q4 | $4.64M | Buy |
69,609
+352
| +0.5% | +$23.5K | 0.14% | 168 |
|
|
2020
Q3 | $4.78M | Buy |
69,257
+2,799
| +4% | +$193K | 0.16% | 153 |
|
|
2020
Q2 | $4.15M | Buy |
66,458
+13,789
| +26% | +$862K | 0.15% | 160 |
|
|
2020
Q1 | $3.18M | Sell |
52,669
-18,119
| -26% | -$1.09M | 0.15% | 143 |
|
|
2019
Q4 | $4.49M | Buy |
70,788
+910
| +1% | +$57.8K | 0.18% | 128 |
|
|
2019
Q3 | $4.53M | Buy |
69,878
+1,239
| +2% | +$80.4K | 0.2% | 111 |
|
|
2019
Q2 | $4.08M | Buy |
68,639
+2,680
| +4% | +$159K | 0.18% | 126 |
|
|
2019
Q1 | $3.71M | Buy |
65,959
+571
| +0.9% | +$32.1K | 0.17% | 134 |
|
|
2018
Q4 | $3.22M | Buy |
65,388
+2,247
| +4% | +$111K | 0.17% | 133 |
|
|
2018
Q3 | $2.98M | Sell |
63,141
-719
| -1% | -$33.9K | 0.13% | 161 |
|
|
2018
Q2 | $2.92M | Buy |
63,860
+444
| +0.7% | +$20.3K | 0.13% | 180 |
|
|
2018
Q1 | $2.88M | Buy |
63,416
+447
| +0.7% | +$20.3K | 0.12% | 178 |
|
|
2017
Q4 | $3.03M | Buy |
62,969
+1,496
| +2% | +$72K | 0.14% | 157 |
|
|
2017
Q3 | $2.91M | Buy |
61,473
+555
| +0.9% | +$26.3K | 0.14% | 160 |
|
|
2017
Q2 | $2.8M | Buy |
60,918
+1,935
| +3% | +$88.8K | 0.14% | 146 |
|
|
2017
Q1 | $2.62M | Buy |
58,983
+4,153
| +8% | +$185K | 0.15% | 141 |
|
|
2016
Q4 | $2.23M | Buy |
54,830
+1,429
| +3% | +$58.2K | 0.14% | 149 |
|
|
2016
Q3 | $2.2M | Buy |
53,401
+5,486
| +11% | +$226K | 0.15% | 135 |
|
|
2016
Q2 | $2.15M | Buy |
47,915
+8,900
| +23% | +$399K | 0.16% | 126 |
|
|
2016
Q1 | $1.63M | Buy |
39,015
+20,709
| +113% | +$866K | 0.14% | 134 |
|
|
2015
Q4 | $657K | Buy |
18,306
+7,997
| +78% | +$287K | 0.05% | 247 |
|
|
2015
Q3 | $365K | Buy |
+10,309
| New | +$365K | 0.05% | 326 |
|
|
2015
Q2 | – | Sell |
-6,307
| Closed | -$217K | – | 620 |
|
|
2015
Q1 | $217K | Buy |
6,307
+119
| +2% | +$4.09K | 0.03% | 531 |
|
|
2014
Q4 | $222K | Buy |
+6,188
| New | +$222K | 0.04% | 419 |
|